ACTION POINT FINANCIAL PLANNING, LLC
Position in PHM — Pultegroup Inc/Mi/
CIK 2116119
GRAND RAPIDS, MI
Position in PHM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$34,162
New position
Shares Held
249
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#868
of 1,035 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $203,666 across 14 Residential Construction names. PHM ranks #3 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOL |
Toll Brothers, Inc.
|
324 | $53,375 | |
| 2 | LEN |
Lennar Corp /New/
|
381 | $34,464 | |
| 3 | PHM |
Pultegroup Inc/Mi/
This page
|
249 | $34,162 | |
| 4 | GRBK |
Green Brick Partners, Inc.
|
383 | $30,652 | |
| 5 | DHI |
Horton D R Inc /De/
|
159 | $25,891 | |
| 6 | IBP |
Installed Building Products, Inc.
|
37 | $8,500 | |
| 7 | NVR |
Nvr Inc
|
1 | $6,813 | |
| 8 | SKY |
Champion Homes, Inc.
|
45 | $3,963 |
All Filings in PHM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,162 | 249 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||